Global TradFi & Macroeconomics

According to Applied Materials executives on August 31, the semiconductor equipment maker said current demand for chips far exceeds supply and it is receiving continued requests for additional equipment from memory manufacturers. Munund Srinivasan, vice president of Applied Materials, noted that

According to Bloomberg, John Ternus will officially become Apple Inc.'s CEO on Tuesday (September 2), immediately facing challenges including the Sept. 9 foldable iPhone launch, a planned Siri AI overhaul, and significant leadership reshuffles. Ternus will rely on COO Sabih Khan, CFO Kevan Parekh, a

According to Charles Schwab, on Thursday, August 28, the $13 trillion asset manager expanded its digital asset listings by adding Solana (SOL), Avalanche (AVAX), and Chainlink (LINK) to its platform, signaling increased institutional access to altcoins beyond Bitcoin and

South Korea's KOSPI index declined 103.16 points, or 1.52%, to 6,685.72 on August 31, pressured by concerns over rising U.S. interest rates. Foreign investors and institutional traders sold positions, causing the index to drop over 3% in the first six minutes of trading. Individual buying activity a

According to Fox News, U.S. stock index futures fell late Sunday after the U.S. attacked two Iranian rocket launchers at Larak Island in the Strait of Hormuz on August 30. Nasdaq-100 futures declined 0.64%, while Dow Jones futures and S&P 500 futures fell 0.33% and 0.44%, respectively, at 9:53 PM

According to a survey by Imperial Data Bank Japan released on August 31, approximately 4,923 food items are set to increase in price in September, marking the largest monthly surge this year and roughly triple the volume from the same period last year. The survey covered 195 major food companies.

According to Harvard economist Kenneth Rogoff, speaking Friday at the Jackson Hole Global Central Banking Conference, a major geopolitical crisis—such as a Taiwan conflict, cyberwar, or AI-driven disruption—could trigger a severe U.S. debt emergency with limited policy options for the Federal

According to LS Securities on August 31, the brokerage raised Samsung Electronics' target price to 450,000 Korean won from 400,000 won, while cutting SK Hynix's target to 2.4 million won from 3.3 million won. LS Securities attributed the divergent moves to Samsung's improved HBM4 (sixth-generation h

According to Goldman Sachs research from Aug 25, internet stocks rose 9% in the second quarter, underperforming the S&P 500's 11% gain. AWS Q2 revenue grew 37% year-over-year with operating margins reaching a record 39%, while Google Cloud revenue surged 81%. Combined backlog orders for both cloud p

According to Korea Exchange, KOSPI's September average performance historically ranks as one of the weakest months, posting an average return of -0.59% as markets prepared to open in September (August 31). The figure is the second-lowest among all 12 months, trailing only August's -1.43%.

On Aug. 30, Steak 'n Shake declared itself a bitcoin company, more than 15 months after it began accepting cryptocurrency payments at its restaurants. Parent company Biglari Holdings Inc. (NYSE: BH) reported 13.8% same-store sales growth for domestic company-operated and franchise locations in the s

On August 31, South Korea's KOSPI index fell 115.92 points, or 1.71%, to trade around the 6,600 level. The benchmark equity index declined in early trading, sliding to the 6,500 level amid concerns over potential U.S. Federal Reserve rate hikes and continued weakness in semiconductor stocks.

According to reports, on Friday, Aug. 29, U.S. stocks declined as Federal Reserve Chair Kevin Warsh reiterated the 2% inflation target at the Jackson Hole Global Central Bank conference and signaled that further policy action may be needed if inflation does not show clear progress toward the target.

According to MiraeAsset Securities, the most active investors—those in the top 1% by returns over the past month—accumulated Samsung Electronics and SK Hynix most heavily on August 31 through 11 a.m., despite semiconductor weakness. Samsung Electronics traded down 1.90% at 1.394 million won, while S

According to StockTwits, investor Michael Burry in August purchased undervalued stocks including MercadoLibre (MELI), Zoetis (ZTS), Lululemon (LULU) and Molina Healthcare (MOH), while expanding shorts against Palantir (PLTR), Nvidia (NVDA), Oracle (ORCL), Micron (MU) and Nebius (NBIS). His 17

According to LinkedIn comments, healthcare executives publicly praised Sellas Life Sciences' galinpepimut-S (GPS) as a 'game changer' for acute myeloid leukemia (AML) treatment overnight on August 30, driving SLS stock 2% higher. Michael Anglestein, a senior respiratory biologics sales specialist at

According to Coinglass data cited by ChainCatcher, the Crypto Fear and Greed Index stands at 61 as of today, down 7 points from yesterday. The 7-day average stands at 67, while the 30-day average is 45.

According to Iran's Islamic Revolutionary Guard Corps, a supertanker was struck by two naval mines and caught fire in the Strait of Hormuz today (August 31), the Iranian state television reported. The vessel halted navigation after being hit. The IRGC stated the tanker was attempting to pass

According to U.S. Central Command, on Aug. 30, the U.S. military struck Iranian Islamic Revolutionary Guard Corps launchers preparing sea mines for deployment in the Strait of Hormuz. CENTCOM stated the operation was preemptive, aimed at blocking an imminent threat to shipping lanes recently